Ad is loading...
PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$51.38
Change+$0.40 (+0.78%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.72
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
PWTYX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWTYX vs. RLBEX commentary
Dec 25, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 238B vs. PWTYX (224M). RLBEX pays higher dividends than PWTYX: RLBEX (2.24) vs PWTYX (1.52). PWTYX was incepted earlier than RLBEX: PWTYX (32 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (65.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). RLBEX annual gain was more profitable for investors over the last year : 10.70 vs. PWTYX (8.27). RLBEX return over 5 years is better than : 30.53 vs. PWTYX (8.81).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.976 | 10.211 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 238B | 0% |
| Annual Yield % from dividends | 1.52 | 2.24 | 68% |
| Returns for 1 year | 8.27 | 10.70 | 77% |
| Returns for 3 years | -2.35 | 9.05 | -26% |
| Returns for 5 years | 8.81 | 30.53 | 29% |
| Returns for 10 years | 35.45 | 53.92 | 66% |
View a ticker or compare two or three
VS
VS
Ad is loading...